+209.9%
SHEL vs POET
-20.5%
+230.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.7% |
| 7D | +4.1% | +0.4% | +3.7% | +4.1% |
| 30D | +8.4% | -10.4% | +18.8% | +8.7% |
| 3M | +13.7% | -29.3% | +43.0% | +14.4% |
| 6M | +12.7% | +6.9% | +5.8% | +9.9% |
| YTD | +35.3% | +25.6% | +9.7% | +31.0% |
| 1Y | +39.4% | +49.2% | -9.8% | +33.4% |
| 3Y | +71.5% | +128.4% | -57.0% | +56.1% |
| 5Y | +195.0% | -4.2% | +199.2% | +171.8% |
| 10Y | +211.1% | +30.3% | +180.7% | +171.5% |
| All | +209.9% | -20.5% | +230.4% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling